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Semtech (SMTC) Competitors

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$149.75 0.00 (0.00%)
Closing price 06/26/2026 04:00 PM Eastern
Extended Trading
$152.76 +3.01 (+2.01%)
As of 07:21 AM Eastern
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SMTC vs. MTSI, ANET, MCHP, FSLR, and LSCC

Should you buy Semtech stock or one of its competitors? MarketBeat compares Semtech with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Semtech include MACOM Technology Solutions (MTSI), Arista Networks (ANET), Microchip Technology (MCHP), First Solar (FSLR), and Lattice Semiconductor (LSCC).

How does Semtech compare to MACOM Technology Solutions?

MACOM Technology Solutions (NASDAQ:MTSI) and Semtech (NASDAQ:SMTC) are both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, dividends, media sentiment, valuation, profitability, institutional ownership, risk and analyst recommendations.

MACOM Technology Solutions has a net margin of 16.46% compared to Semtech's net margin of -3.05%. Semtech's return on equity of 18.31% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions16.46% 16.01% 10.43%
Semtech -3.05%18.31%7.25%

MACOM Technology Solutions has a beta of 1.66, indicating that its stock price is 66% more volatile than the broader market. Comparatively, Semtech has a beta of 2.32, indicating that its stock price is 132% more volatile than the broader market.

76.1% of MACOM Technology Solutions shares are owned by institutional investors. 0.4% of MACOM Technology Solutions shares are owned by company insiders. Comparatively, 0.5% of Semtech shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Semtech has higher revenue and earnings than MACOM Technology Solutions. Semtech is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M29.12-$54.21M$2.31159.82
Semtech$1.05B13.28-$40.38M-$0.39N/A

In the previous week, Semtech had 7 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 17 mentions for Semtech and 10 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.34 beat Semtech's score of 0.78 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
7 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MACOM Technology Solutions presently has a consensus price target of $335.00, suggesting a potential downside of 9.26%. Semtech has a consensus price target of $189.07, suggesting a potential upside of 26.25%. Given Semtech's higher probable upside, analysts clearly believe Semtech is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.71

Summary

MACOM Technology Solutions beats Semtech on 9 of the 17 factors compared between the two stocks.

How does Semtech compare to Arista Networks?

Arista Networks (NYSE:ANET) and Semtech (NASDAQ:SMTC) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, earnings, institutional ownership, analyst recommendations, risk, dividends, media sentiment and valuation.

Arista Networks has a net margin of 38.32% compared to Semtech's net margin of -3.05%. Arista Networks' return on equity of 30.10% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Arista Networks38.32% 30.10% 19.35%
Semtech -3.05%18.31%7.25%

Arista Networks has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Arista Networks$9.71B20.46$3.51B$2.9254.04
Semtech$1.05B13.28-$40.38M-$0.39N/A

In the previous week, Arista Networks had 15 more articles in the media than Semtech. MarketBeat recorded 32 mentions for Arista Networks and 17 mentions for Semtech. Arista Networks' average media sentiment score of 0.96 beat Semtech's score of 0.78 indicating that Arista Networks is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Arista Networks
20 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Arista Networks currently has a consensus target price of $187.63, indicating a potential upside of 18.91%. Semtech has a consensus target price of $189.07, indicating a potential upside of 26.25%. Given Semtech's higher probable upside, analysts clearly believe Semtech is more favorable than Arista Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Arista Networks
0 Sell rating(s)
2 Hold rating(s)
21 Buy rating(s)
2 Strong Buy rating(s)
3.00
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.71

82.5% of Arista Networks shares are held by institutional investors. 2.7% of Arista Networks shares are held by company insiders. Comparatively, 0.5% of Semtech shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Arista Networks has a beta of 1.61, indicating that its share price is 61% more volatile than the broader market. Comparatively, Semtech has a beta of 2.32, indicating that its share price is 132% more volatile than the broader market.

Summary

Arista Networks beats Semtech on 15 of the 17 factors compared between the two stocks.

How does Semtech compare to Microchip Technology?

Microchip Technology (NASDAQ:MCHP) and Semtech (NASDAQ:SMTC) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, institutional ownership, profitability, earnings, dividends, media sentiment and valuation.

In the previous week, Microchip Technology had 7 more articles in the media than Semtech. MarketBeat recorded 24 mentions for Microchip Technology and 17 mentions for Semtech. Microchip Technology's average media sentiment score of 1.21 beat Semtech's score of 0.78 indicating that Microchip Technology is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microchip Technology
16 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

91.5% of Microchip Technology shares are owned by institutional investors. 1.9% of Microchip Technology shares are owned by insiders. Comparatively, 0.5% of Semtech shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Microchip Technology has a net margin of 4.88% compared to Semtech's net margin of -3.05%. Semtech's return on equity of 18.31% beat Microchip Technology's return on equity.

Company Net Margins Return on Equity Return on Assets
Microchip Technology4.88% 10.87% 4.96%
Semtech -3.05%18.31%7.25%

Microchip Technology currently has a consensus price target of $98.18, indicating a potential upside of 11.66%. Semtech has a consensus price target of $189.07, indicating a potential upside of 26.25%. Given Semtech's higher probable upside, analysts clearly believe Semtech is more favorable than Microchip Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Microchip Technology
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
4 Strong Buy rating(s)
2.88
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.71

Microchip Technology has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than Microchip Technology, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Microchip Technology$4.71B10.11$230M$0.21418.71
Semtech$1.05B13.28-$40.38M-$0.39N/A

Microchip Technology has a beta of 1.73, suggesting that its stock price is 73% more volatile than the broader market. Comparatively, Semtech has a beta of 2.32, suggesting that its stock price is 132% more volatile than the broader market.

Summary

Microchip Technology beats Semtech on 12 of the 17 factors compared between the two stocks.

How does Semtech compare to First Solar?

Semtech (NASDAQ:SMTC) and First Solar (NASDAQ:FSLR) are both large-cap semiconductors companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, earnings, institutional ownership, dividends, profitability, risk and valuation.

First Solar has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than First Solar, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B13.28-$40.38M-$0.39N/A
First Solar$5.22B4.92$1.53B$15.4815.44

Semtech has a beta of 2.32, meaning that its share price is 132% more volatile than the broader market. Comparatively, First Solar has a beta of 1.7, meaning that its share price is 70% more volatile than the broader market.

Semtech presently has a consensus price target of $189.07, indicating a potential upside of 26.25%. First Solar has a consensus price target of $249.78, indicating a potential upside of 4.48%. Given Semtech's stronger consensus rating and higher possible upside, equities analysts clearly believe Semtech is more favorable than First Solar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.71
First Solar
2 Sell rating(s)
12 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.55

First Solar has a net margin of 30.73% compared to Semtech's net margin of -3.05%. Semtech's return on equity of 18.31% beat First Solar's return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech-3.05% 18.31% 7.25%
First Solar 30.73%18.01%12.57%

92.1% of First Solar shares are held by institutional investors. 0.5% of Semtech shares are held by insiders. Comparatively, 0.4% of First Solar shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, First Solar had 18 more articles in the media than Semtech. MarketBeat recorded 35 mentions for First Solar and 17 mentions for Semtech. Semtech's average media sentiment score of 0.78 beat First Solar's score of 0.61 indicating that Semtech is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
First Solar
15 Very Positive mention(s)
0 Positive mention(s)
17 Neutral mention(s)
0 Negative mention(s)
2 Very Negative mention(s)
Positive

Summary

First Solar beats Semtech on 10 of the 17 factors compared between the two stocks.

How does Semtech compare to Lattice Semiconductor?

Semtech (NASDAQ:SMTC) and Lattice Semiconductor (NASDAQ:LSCC) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, profitability, media sentiment, risk, institutional ownership, earnings, dividends and analyst recommendations.

Lattice Semiconductor has lower revenue, but higher earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than Lattice Semiconductor, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B13.28-$40.38M-$0.39N/A
Lattice Semiconductor$523.26M36.33$3.08M$0.14991.14

Lattice Semiconductor has a net margin of 3.46% compared to Semtech's net margin of -3.05%. Semtech's return on equity of 18.31% beat Lattice Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech-3.05% 18.31% 7.25%
Lattice Semiconductor 3.46%8.48%7.03%

98.1% of Lattice Semiconductor shares are held by institutional investors. 0.5% of Semtech shares are held by company insiders. Comparatively, 0.6% of Lattice Semiconductor shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Semtech has a beta of 2.32, indicating that its stock price is 132% more volatile than the broader market. Comparatively, Lattice Semiconductor has a beta of 1.79, indicating that its stock price is 79% more volatile than the broader market.

In the previous week, Semtech had 5 more articles in the media than Lattice Semiconductor. MarketBeat recorded 17 mentions for Semtech and 12 mentions for Lattice Semiconductor. Lattice Semiconductor's average media sentiment score of 1.09 beat Semtech's score of 0.78 indicating that Lattice Semiconductor is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lattice Semiconductor
7 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Semtech presently has a consensus target price of $189.07, suggesting a potential upside of 26.25%. Lattice Semiconductor has a consensus target price of $130.86, suggesting a potential downside of 5.70%. Given Semtech's higher possible upside, equities analysts clearly believe Semtech is more favorable than Lattice Semiconductor.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.71
Lattice Semiconductor
0 Sell rating(s)
1 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
3.00

Summary

Lattice Semiconductor beats Semtech on 10 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMTC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SMTC vs. The Competition

MetricSemtechSEMI IndustryComputer SectorNASDAQ Exchange
Market Cap$13.95B$46.45B$37.56B$12.17B
Dividend YieldN/A1.32%3.30%6.11%
P/E Ratio-383.97136.9680.1224.17
Price / Sales13.2813.31621.77100.37
Price / Cash90.45212.5846.0036.93
Price / Book25.2111.429.576.38
Net Income-$40.38M$493.49M$1.07B$337.00M
7 Day Performance-14.30%-12.76%-0.40%-0.23%
1 Month Performance-1.83%-11.15%-2.61%-1.40%
1 Year Performance233.44%130.59%155.54%27.76%

Semtech Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMTC
Semtech
4.0837 of 5 stars
$149.75
flat
$189.07
+26.3%
+233.4%$13.95B$1.05BN/A1,920
MTSI
MACOM Technology Solutions
3.2323 of 5 stars
$396.26
+1.2%
$321.36
-18.9%
+159.9%$29.86B$967.26M171.542,000
ANET
Arista Networks
4.8087 of 5 stars
$174.66
+2.9%
$187.63
+7.4%
+58.8%$213.65B$9.01B59.815,115
MCHP
Microchip Technology
4.7902 of 5 stars
$102.71
+2.9%
$98.18
-4.4%
+24.7%$54.08B$4.71B489.1217,900
FSLR
First Solar
4.3787 of 5 stars
$263.11
+2.1%
$249.78
-5.1%
+57.1%$27.69B$5.22B17.007,900

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This page (NASDAQ:SMTC) was last updated on 6/29/2026 by MarketBeat.com Staff.
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